See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,583 | $53,127-42.4% | $86,590-64.7% | $70,131-56.4% |
| Participation rate | 94.3% | 65.3%+29.0pp | 73.5%+20.7pp | 69.5%+24.7pp |
| Annual return | 15.87% | 27.66%-11.8pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,674 | $2,696-37.9% | $3,609-53.6% | $3,332-49.8% |
| Admin fee / account holder | $2,224 | $3,585-38.0% | $4,906-54.7% | $4,645-52.1% |